Edward Wilcox, CFA, CFP®

Edward Wilcox is a Partner and Financial Adviser who has worked for Rollins Financial for over ten years. He enjoys analyzing the portfolio management process with a focus on providing efficient and appropriate investment solutions for investment clients. Eddie is involved at all levels of servicing the financial planning needs of our clients. His emphasis on research, analysis, and financial planning is instrumental to assisting clients in making well-informed decisions that enable them to utilize their wealth for a comfortable life. In addition to his duties as a Financial Adviser, Eddie is also the Chief Compliance Officer for Rollins Financial. As our Chief Compliance Officer, Eddie is responsible for ensuring that Rollins Financial is in compliance with regulatory and legal obligations. Eddie graduated from Florida State University in 1998 with a Bachelor of Science Degree in Finance. Eddie is a CFA charterholder, a CERTIFIED FINANCIAL PLANNER, and he also holds his Series 65 securities designation.